DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
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Corporate pension
S••••••••• F•••••••• S••••••• R••••••••• P•••
Corporate pensionEvansville, IN
Assets
$262M
Total assets, Dec 31, 2024 reported
Funded
72.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
21
none on the tape
Plan sponsor: O•••••• G•••••• S••••••• C•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.1%
- Common/collective trusts 98.9%
Consultants and advisers
2 firms
- S•••• S••••• B••• • T•••• C•••••• Trusteethrough Dec 31, 2022 Form 5500
- A•• C••••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- A•• T•••• C•••••• L••21 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- A•• H••••• I••••••••• C••••••••• I•plan years 2022
Commitments
21 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | A•• S•••• C•• E••••• I•••• F•••collective trust | A•• T•••• C•••••• L•• | Public equity | $945,988 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | A•• L•••• C•• E••••• I•••• F•••collective trust | A•• T•••• C•••••• L•• | Public equity | $5.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | A•• L••• C••••• B••• F•••collective trust | A•• T•••• C•••••• L•• | Private credit | $172M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | A•• U• I••••••••• G•••••••••collective trust | A•• T•••• C•••••• L•• | Pooled vehicles | $66.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | A•• H••• Y•••• P••• F•••collective trust | A•• T•••• C•••••• L•• | Fixed income | $2.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | A•• N••••• E••••• I•••• F•••collective trust | A•• T•••• C•••••• L•• | Public equity | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | 2•• Y• U• S• T•••• S•••••collective trust | A•• T•••• C•••••• L•• | Pooled vehicles | $7.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | A•• S•••• C•• E••••• I•••• F•••collective trust | A•• T•••• C•••••• L•• | Public equity | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | A•• L•••• C•• E••••• I•••• F•••collective trust | A•• T•••• C•••••• L•• | Public equity | $5.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | A•• L••• C••••• B••• F•••collective trust | A•• T•••• C•••••• L•• | Private credit | $180M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | A•• U• I••••••••• G•••••••••collective trust | A•• T•••• C•••••• L•• | Pooled vehicles | $70.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | A•• H••• Y•••• P••• F•••collective trust | A•• T•••• C•••••• L•• | Fixed income | $2.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | A•• N••••• E••••• I•••• F•••collective trust | A•• T•••• C•••••• L•• | Public equity | $4.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | 2•• Y• U• S• T•••• S•••••collective trust | A•• T•••• C•••••• L•• | Pooled vehicles | $10.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | A•• S•••• C•• E••••• I•••• F•••collective trust | A•• T•••• C•••••• L•• | Public equity | $1.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | A•• L•••• C•• E••••• I•••• F•••collective trust | A•• T•••• C•••••• L•• | Public equity | $5.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | A•• L••• C••••• B••• F•••collective trust | A•• T•••• C•••••• L•• | Private credit | $186M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | A•• U• I••••••••• G•••••••••collective trust | A•• T•••• C•••••• L•• | Pooled vehicles | $51.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | A•• H••• Y•••• P••• F•••collective trust | A•• T•••• C•••••• L•• | Fixed income | $2.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | A•• N••••• E••••• I•••• F•••collective trust | A•• T•••• C•••••• L•• | Public equity | $3.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | 2•• Y• U• S• T•••• S•••••collective trust | A•• T•••• C•••••• L•• | Pooled vehicles | $15.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 4,694 | $277M | $245M | 72.7% | $262M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 4,768 | $270M | $254M | 70.0% | $277M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 4,849 | $371M | $245M | 92.0% | $270M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Investments USA Inc codes 28 50 51 $1.0M PY2024
- State S••••• Corporation codes 21 25 28 50 51 52 68 $148,571 PY2024
- Whitley Penn LLP codes 10 50 $29,930 PY2024
- Acit L••• Credit B••• Fund Sched. D C $172M PY2024
- Acit US Int Gov B••• I•••• Fund Sched. D C $66.1M PY2024
- Acit S•••• Cap Equity I•••• Fund Sched. D C $945,988 PY2024
- Acit L•••• Cap Equity I•••• Fund Sched. D C $5.5M PY2024
- Acit H••• Y•••• P••• B••• Sched. D C $2.7M PY2024
- Acit N••••• Equity I•••• Fund Sched. D C $3.8M PY2024
- 20+ Year US T••••ry S••••• I•••• Fd Sched. D C $7.4M PY2024
- A•• C••••••••• I••• codes 11 PY2024
- AON Investments USA Inc codes 28 50 51 $988,980 PY2023
- State S••••• Corporation codes 21 25 28 50 51 52 68 $146,108 PY2023
- Whitley Penn LLP codes 10 50 $27,765 PY2023
- Acit L•••• Cap Equity I•••• Fund Sched. D C $5.9M PY2023
- Acit S•••• Cap Equity I•••• Fund Sched. D C $1.1M PY2023
- Acit L••• Credit B••• Fund Sched. D C $180M PY2023
- Acit US Int Gov B••• I•••• Fund Sched. D C $70.2M PY2023
- Acit H••• Y•••• P••• B••• Sched. D C $2.6M PY2023
- Acit N••••• Equity I•••• Fund Sched. D C $4.1M PY2023
- 20+ Year US T••••ry S••••• I•••• Fd Sched. D C $10.7M PY2023
- A•• C••••••••• I••• codes 11 PY2023
- AON Investments USA Inc codes 28 50 51 $872,554 PY2022
- State S••••• Corporation codes 21 25 28 50 51 52 68 $139,664 PY2022
- Whitley Penn LLP codes 10 50 $25,500 PY2022
- Acit N••••• Equity I•••• Fund Sched. D C $3.5M PY2022
- Acit S•••• Cap Equity I•••• Fund Sched. D C $1.0M PY2022
- Acit L•••• Cap Equity I•••• Fund Sched. D C $5.7M PY2022
- 20+ Year US T••••ry S••••• I•••• Fd Sched. D C $15.8M PY2022
- Acit L••• Credit B••• Fund Sched. D C $186M PY2022
- Acit US Int Gov B••• I•••• Fund Sched. D C $51.7M PY2022
- Acit H••• Y•••• P••• B••• Sched. D C $2.7M PY2022
- A•• C••••••••• I••• codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedS••••••••• F•••••••• S••••••• R••••••••• P••• funded ratio 70.0% -> 72.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedS••••••••• F•••••••• S••••••• R••••••••• P••• funded ratio 92.0% -> 70.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedS••••••••• F•••••••• S••••••• R••••••••• P••• plan assets $371M -> $270M (-27.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 351313922-004
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.